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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,386 |
UNITED BROKERAGE SERVICES2 years Service code 27 · EIN 55-0742331 | Advisory (Plan) | $5,827 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,548 | $84,493-75.7% | $125,381-83.6% | $66,938-69.3% |
| Participation rate | 43.0% | 76.4%-33.4pp | 82.4%-39.4pp | 69.8%-26.8pp |
| Annual return | -13.94% | -8.49%-5.4pp | 572.31%-586.2pp | 1.58%-15.5pp |
| Employer contribution / active EE | $1,410 | $3,554-60.3% | $4,815-70.7% | $2,545-44.6% |
| Participant deferral / active EE | $1,413 | $6,783-79.2% | $7,448-81.0% | $4,238-66.7% |
| Admin fee / account holder | $164 | $685-76.1% | $10,007-98.4% | $594-72.4% |